Administrative Assistant

Job description:Opportunity: Michigan Financial Companies is currently looking for a part-time administrative assistant (30-35 hours) to work directly with a financial advisor. This position will be working out of the Southfield, MI area.Objective: The Administrative Assistant will be responsible for assisting the Financial Planners in their day-to-day operations. Working knowledge of a PC computer is a must.Reports to: Financial AdvisorPrimary Responsibilities (including, but not limited to):Answer and make phone callsOrganize and schedule appointmentsAssist with marketing communicationsMaintain compliant filesUpdate electronic filing systemSubmit account paperworkFollow-up on submitted paperworkUpdate Client Relationship Management systemRequired Qualifications:Must have excellent organizational skills, attention to detail, and the ability to prioritizeMust be technology savvyDedicated to customer serviceProficiency in Microsoft Word, Excel, and OutlookAbility to learn other software programsAbility to work independently and as part of a teamPositive attitudePreferred Qualifications:Experience dealing with clientsExperience with a Client Relationship Management toolWorking knowledge of office equipment, like printers and fax machinesExperience in the financial services industryPay: $16.00 - $22.00 per hour